Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Sevier is an Investment Advisor Representative with State Farm Investment Management Corp. Daniel has been in the securities industry since 1997. Daniel has passed Series 63, Series 6TO, SIE, and Series 7 exams. Daniel is registered in Washington. Daniel also has other business activities including Bancroft/Belleview LLC and Four Bs LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WA
08/13/2018 - Present
State Farm Investment Management Corp. (Bellevue WA)
CA
03/04/1997 - 02/05/2002
CAPITAL GROWTH RESOURCES (EL CAJON CA)
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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